Supreme Court Ruling Complicates Trump’s Tariff Strategy: Moody’s Analytics

BasisPoint Insight

February 23, 2026 at 6:45 AM IST

Moody’s Sees Strong Growth Backdrop Supporting Indian Banks’ Stable Outlook

Moody’s said India’s strong economic growth and policy stability will support bank asset quality, profitability and capital buffers, keeping the sector’s outlook stable over the next 12–18 months.

BasisPoint Insight

February 9, 2026 at 6:03 AM IST

File Photo

India–US Tariff Deal to Boost Exports, But Energy Risks Linger: Moody’s

Moody’s said the India–US tariff rollback would revive export growth and aid labour-intensive sectors, while warning that energy shifts could limit macro gains.

BasisPoint Insight

February 3, 2026 at 7:31 AM IST

Budget 2026

India budget leaves sovereign credit profile broadly unchanged: Moody’s

BasisPoint Insight

February 1, 2026 at 10:03 AM IST

India Insurance Sector Seen Gaining Profitability on Premium Growth, Reforms: Moody’s

India’s insurance industry is poised for stronger profitability as robust economic growth, rising premiums, digitization and tax relief lift demand, while prospective reforms in state-owned insurers could improve pricing discipline despite lingering capital and execution challenges.

BasisPoint Insight

January 19, 2026 at 6:45 AM IST

Stablecoins Are No Longer Just a Crypto Story

Stablecoins moved $9 trillion through banks in 2025. As costs fall and rules converge, digital settlement is becoming market plumbing.

BasisPoint Insight

January 13, 2026 at 9:33 AM IST

iStock.com

Moody’s Lifts Ratings of Canara Bank, Bank of Baroda and PNB

BasisPoint Insight

November 19, 2025 at 6:55 AM IST

Moody’s Affirms India at Baa3, Flags Fiscal Constraints and Tariff Uncertainty

The global rating agency kept India’s rating at Baa3 with a stable outlook, warning that high deficits, weak debt affordability and steep US tariffs threaten to slow fiscal repair. Growth resilience cushions the economy, but structural constraints limit credit improvement.

BasisPoint Insight

September 29, 2025 at 10:13 AM IST

Moody’s: GST Reforms to Lift Consumption, Strain Revenues but Won’t Derail Fiscal Consolidation

BasisPoint Insight

September 11, 2025 at 7:06 AM IST

Moody’s Warns AI Could Redefine Sovereign and Corporate Credit by 2030

BasisPoint Insight

September 6, 2025 at 12:38 PM IST

Briefing

When Ratings Lose Their Voice in Markets

Sovereign ratings once swayed markets. Today, investors treat them as lagging signals in a world where information moves faster than agencies.

V Thiagarajan

September 4, 2025 at 9:27 AM IST

Wikicommons

Moody’s Warns US Tariffs Pose Growth, Inflation Risks For India

BasisPoint Insight

August 11, 2025 at 6:14 AM IST

Moody’s Affirms PNB Rating With Stable Outlook; Flags Steady Asset Quality

BasisPoint Insight

June 11, 2025 at 9:44 AM IST

India Better Positioned Amid Global Trade Turbulence, Says Moody’s

India’s strong domestic economy and services sector help cushion it against US tariffs and global trade shocks.

BasisPoint Insight

May 21, 2025 at 4:01 AM IST

iStock.com/MAGNIFIER

Moody’s Analytics Slashes India’s 2025 Growth Outlook by 30 Bps Amid External Headwinds

BasisPoint Insight

April 10, 2025 at 1:13 PM IST

Indian Banks Face Asset Quality Moderation, Says Moody’s

BasisPoint Insight

March 12, 2025 at 9:20 AM IST

The Bureau

Oil Above $100 Weighs on Asia Stocks Amid Extended Hormuz Closure Fears

India’s Retail Inflation Rises to 3.21% in February as Food Prices Edge Higher

India’s Easing of Border FDI Curbs May Only Gradually Deepen Manufacturing

Govt invokes Essential Commodities Act to Divert Natural Gas to Priority Sectors

Equity MF Inflows Rise in February; Gold ETF Flows Ease After January Spike

GAIL Reports Zero LNG Allocation from Petronet Following Strait of Hormuz Force Majeure

Auto Retail Sales Surge to Record February Levels, Led by Two-Wheelers and Tractors

New GDP Data: Problem Fixed, Or Made Worse?

Learning to Shoot: I Tried to Fly Before I Could Walk